Regan Floating Rate MBS ETF
MBSF
58 hedge funds and large institutions have $132M invested in Regan Floating Rate MBS ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
16% more funds holding
Funds holding: 50 → 58 (+8)
4% more capital invested
Capital invested by funds: $127M → $132M (+$5.57M)
7.16% less ownership
Funds ownership: 76.22% → 69.07% (-7.2%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$8.98M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.27M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$2.03M |
| 4 |
UAS
United Asset Strategies
Garden City,
New York
|
+$1.95M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$6.41M |
| 2 |
DG
Diesslin Group
Fort Worth,
Texas
|
-$5.59M |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$2.92M |
| 4 |
EPW
Endeavor Private Wealth
Topeka,
Kansas
|
-$1.33M |
| 5 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$1.21M |
MBSF Hedge Fund Activity: Q1 2026 in Review
58 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q1 2026, worth a combined $132M — up 4.4% from $127M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MBSF positions and 9 closed out — a net gain of 8 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Creative Financial Designs, opening a new position worth an estimated $8.98M. The largest seller was WealthPlan Investment Management, cutting an estimated $6.41M.
- 58 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q1 2026, up from 50 in Q4 2025.
- Funds reported $132M of Regan Floating Rate MBS ETF stock for Q1 2026, up 4.4% quarter-over-quarter.
- 17 funds opened new Regan Floating Rate MBS ETF positions in Q1 2026 and 9 closed out, a net change of +8 holders.
- The largest Regan Floating Rate MBS ETF buyer in Q1 2026 was Creative Financial Designs, an estimated $8.98M added.
- The largest Regan Floating Rate MBS ETF seller in Q1 2026 was WealthPlan Investment Management, an estimated $6.41M sold.
Based on aggregated 13F filings for Q1 2026.